Melissa Kidd
Communication Coach
International Coaching Federation Certificate, Master NLP Practitioner
Motem
Melissa Kidd works with Financial Advisers and Planners to help them make more money, help more people and feel more confident. She focuses on improving their first meeting skills and process to increase their conversion rates. Her published research on first meetings and conversions informed her popular Finesse your First Meeting mentoring programme.
Originally Melissa was a copywriter, she has been Plain English Campaign trained, is a certified Coach and Neuro Linguistic Programming practitioner (masters). She also co wrote the PFS Suitability Report Writing Guide.
Content by Melissa Kidd
Perfecting Your Planning Meetings
Annual meeting opportunities can cement your relationship and hopefully reassure clients that they are in a good position and engage them over the longer term.
Confidently Discussing Fees
The fee discussion is an important part of the meeting and if financial planners hesitate, rush or falter it can seed doubt in the prospect's mind.
Conveying Your Value
Most advisers explain what they sell. The best show where value lies. That distinction changes everything. Many technically strong advisers have many discovery calls and first meetings but they’re not turning into actual clients.
Finding and Filtering Prospects
Once advisers win a client, they typically stay with the firm for a long time. But getting the right people through the door can be a challenge.
Finesse Your First Impressions
A stranger lands on your website. A person joins a screening call or fills out a questionnaire. A prospect comes to your office for a first meeting.
5 First Meeting Mistakes and How to Avoid Them
First meetings are brimming with potential. A new relationship, new problems to solve and hopefully much reassurance to offer. But many advisers misunderstand how trust is earned and end up missing opportunities.
5 Review Meeting Mistakes and How to Avoid Them
Annual review meetings are an important opportunity to cement relationships and reassure clients that they have enough.
Working With Imposter Syndrome
Do you ever feel as though self-doubt, feelings of inadequacy or a lack of confidence is burdening you and your career progression?
Conversations that Connect
Whether you are writing suitability reports, emails, or letters, helping clients to understand financial advice recommendations is no easy task.
Get it Write
Whether you are writing suitability reports, emails, or letters, helping clients to understand financial advice recommendations is no easy task.
Ace your Annual Review
Annual review meetings are an important opportunity to cement your relationship and hopefully reassure clients that they have enough.
Finesse your first meetings – Part 3
In this session, we help prospects to identify what their money is for, so that they can fund a fulfilling life.
Finesse your first meeting – Part 2
Imagine you are just about to meet your ideal client. What are you going to say that will build trust from the get go?
How to politely disengage clients
Parting ways with clients can be challenging. And many advisers maintain poor relationships over the years as they’re unsure how to communicate their wish to walk away.
Finesse your first meetings
First meetings are brimming with potential. Some clients will be nervous, some will be confident, some will have no idea about what’s involved or what they’d like their future to hold.
How to politely screen clients
There can be a lot riding on first meetings. They can be the springboard to a long and fruitful relationship. But they can also be a waste of time.
